Sanford Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $426K | Buy |
3,176
+73
| +2% | +$9.79K | 0.1% | 89 |
|
|
2022
Q3 | $324K | Sell |
3,103
-625
| -17% | -$65.3K | 0.09% | 85 |
|
|
2022
Q2 | $420K | Buy |
3,728
+480
| +15% | +$54.1K | 0.12% | 73 |
|
|
2022
Q1 | $443K | Buy |
3,248
+117
| +4% | +$16K | 0.12% | 68 |
|
|
2021
Q4 | $496K | Sell |
3,131
-139
| -4% | -$22K | 0.11% | 66 |
|
|
2021
Q3 | $535K | Hold |
3,270
| – | – | 0.13% | 62 |
|
|
2021
Q2 | $509K | Sell |
3,270
-200
| -6% | -$31.1K | 0.13% | 61 |
|
|
2021
Q1 | $528K | Sell |
3,470
-368
| -10% | -$56K | 0.15% | 57 |
|
|
2020
Q4 | $488K | Buy |
+3,838
| New | +$488K | 0.16% | 57 |
|